Basile Financial Group, Inc. logo

Basile Financial Group, Inc.

Updated today

Client assets under management

$4,527,523

Clients

23

9% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

12

Very Low

Average account size

$196,849

About

Basile Financial Group serves individuals, high‑net‑worth clients, trusts, and business entities, providing discretionary asset management, financial planning and consulting, and public educational seminars and workshops. The firm delivers tailored analyses of clients’ initial situations and conducts periodic account reviews while managing portfolios on a fee basis.

The firm generally employs a buy‑and‑hold, passive approach using mutual funds and exchange‑traded funds, building portfolios to reflect each client’s objectives, time horizon, and risk tolerance under discretionary authority. Financial plans and recommendations are documented and delivered within stated timeframes (typically up to 90 days when documentation is timely), and account reviews occur at least quarterly or more frequently as market conditions dictate.

Distinctive features include an affiliated accounting and tax‑preparation practice operated by the firm’s principals, through which clients may be offered tax and accounting services; the firm discloses and seeks to mitigate the resulting conflicts and allows clients to engage other providers. The firm’s regular offering of low‑cost public seminars and workshops is also uncommon among peers and is used as an educational channel rather than for providing individualized investment or tax advice.

Client services

Financial planning Portfolio management Educational seminars or workshops

Expertise

General tax planning Wealth management Retirement income strategy College savings (529s, UTMA, etc.)

Fee options

Fixed

Between $2,500 and $3,000

Percentage

$0 - $1,500,000: 2.00% annually Over $1,500,000+: 1.60% annually

Project-based

$150 per hour

Main office location

Basile Financial Group, Inc.

36410 Us Highway 19 N

Palm Harbor FL 34684, United States

Number of offices

2

Most active in

Colorado · Florida · New York

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Robert B

Series 63, Series 65, Series 66

Palm Harbor, FL

Basile Financial Group, Inc.

Robert Basile is a financial advisor at Basile Financial Group, Inc. in Palm Harbor, FL, with 20 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including LPL Financial and Business Financial Solutions. Basile also operates Basile CPA Firm, Inc., where he prepares individual tax returns and performs accounting tasks for individuals and small businesses. Basile Financial Group serves individual clients, trusts, and business entities by offering discretionary asset management, financial planning, and consulting. The firm follows a buy-and-hold investment approach focused on mutual funds and ETFs, provides public educational seminars, and integrates affiliated tax and accounting services within its client offerings.

General tax planning Wealth management Retirement income strategy College savings (529s, UTMA, etc.)
user avatar

Robert B

CFP®, Series 63

Palm Harbor, FL

Basile Financial Group, Inc.

Robert Basile is a CFP® with 38 years of industry experience, currently serving at Basile Financial Group, Inc. He has worked in various capacities including at LPL Financial LLC and as a sole proprietor. In addition to his advisory role, he is president of Basile CPA Firm, Inc., where he provides accounting and tax preparation services. Basile Financial Group serves individual clients, trusts, and business entities with discretionary asset management, financial planning, and consulting. The firm employs a buy-and-hold investment approach focused on mutual funds and ETFs, offers public educational seminars, and integrates affiliated accounting and tax services alongside its advisory work.

General tax planning Wealth management Retirement income strategy College savings (529s, UTMA, etc.)
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")